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Electric Vehicles

U.S. Battery Production Is Going Great, Actually

New analysis from the Environmental Defense Fund shows that domestic production is on track to meet demand.

The American flag and a battery.
Heatmap Illustration/Getty Images

Back in April, the Environmental Protection Agency announced new vehicle emissions standards that seem poised to transform how our roads look. They’re so strict, according to NPR, that up to 67% of new vehicles sold in 2032 would have to be electric to meet them.

Immediately, it looked like that would be a problem. The Inflation Reduction Act stipulates that, in order to be eligible for tax credits, electric vehicle components — including, crucially, the batteries — can’t be made by a country on the U.S.’s “foreign entities of concern” list. That rules out batteries made in China, which is, unfortunately, the world’s leader in battery manufacturing. As my colleague Emily Pontecorvo recently pointed out, that can lead to situations where nobody knows exactly which EVs qualify for tax credits to begin with. Without an increase in American battery manufacturing, we run the risk of Americans being either unwilling or unable to pay for the EVs that we’d need to hit those EPA standards.

But a new analysis from the Environmental Defense Fund, provided exclusively to Heatmap, shows that things might actually be quite bright on that front. Battery manufacturers around the country — many of them automakers themselves — have announced over 1,000 gigawatt hours of U.S. battery production that’s slated to come online by 2028, far outpacing projected demand.

Chart of U.S. EV battery demand and announced battery production capacity.Source: EDF

“A really large investment has been made in the U.S. for domestic battery manufacturing, and many of these [announcements] came before the EPA announced their standards,” Ellen Robo, the author of the report, told me. “This is a transition that is following market trends and is not necessarily being driven by EPA standards, so I think that shows that the EPA’s standards are feasible.”

These findings are in line with a recent report from RMI, which found that demand for EVs rose as battery technology improved, and that investments in battery factories outstrip investments in both solar and wind factories combined. Robo also points out that the announced production capacity line in the above chart will likely change; it usually takes about two years for a battery factory to go from announcement to production in the U.S., and Robo expects to see many more factories announced in the next few years, many of which could be churning out batteries by 2028. The caveat, of course, is that these are mostly just announcements; there could be delays or cancellations that change the timeline.

Still, this all bodes well for both automakers and customers. If automakers are able to source their critical minerals from places that aren’t foreign entities of concern — a requirement that kicks in for 2025 — the IRA tax credits will likely apply to their vehicles. Rather than us writing yet another story about the confusing state of EV tax credits a year from now, that means you could walk into a car dealership safe in the knowledge that you will get a hefty discount on the EV you’ve had your eye on.

But if you’re impatient, as Emily mentioned, you could always take advantage of the tax credit by leasing an EV in the meantime.

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Electric Vehicles

Maybe Don’t Rent an EV in Europe

There are lots of reasons why that might seem like a good idea, but I urge you to learn from my mistakes.

A gas can with stickers on it.
Heatmap Illustration/Getty Images

All I wanted was to drive an electric car to the solar eclipse. But after the third consecutive charging port RFID reader wouldn’t accept my credit card and finding that the employees inside the attached Spanish hotel restaurant mostly didn’t speak English, I began to feel as though, just maybe, this hadn’t been my best idea.

Opting for an EV as a rental car can be an attractive proposition. For a longtime electric driver like me, it’s the opportunity to avoid car emissions even when on holiday, and to try out the experience in another country. For others, it could be a way to save money while on vacation in countries with even more expensive gasoline than America’s, or perhaps to try out electric driving before taking the plunge on buying an EV back home.

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Lake Powell.
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1. Trump administration orders Arizona, California, and Nevada to cut water use

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The only other U.S. state to have a chief heat officer? Arizona.

A Massachusetts thermostat.
Heatmap Illustration/Getty Images

The past three months will go down in the books as the hottest meteorological summer on record in Boston — but that is not a record that’s likely to stand long. At 3.5 degrees Fahrenheit of warming since 1970, Massachusetts has outpaced the national average by half a degree; by 2050, researchers expect the state will see more than two-dozen 90-plus-degree days every year. According to a 2023 climate report, that could result in as many as 400 excess deaths in the Commonwealth annually.

Now it’s someone’s job to do something about it. In mid-August, Massachusetts Governor Maura Healey announced the appointment of the state’s first heat resilience officer, making the Commonwealth only the second state in the country to have such a position — after the much more obvious choice, Arizona. (Healey is up for reelection this year, but the race is largely expected to be uncompetitive.) The inaugural role has gone to Katie Schlick, who most recently headed the resilience portfolio at the U.S. Climate Alliance and previously served as a special assistant to Ali Zaidi, the White House’s national climate advisor under Joe Biden.

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